BTIG Research Cuts Tempus AI (NASDAQ:TEM) Price Target to $90.00

Tempus AI (NASDAQ:TEM) had its price objective lowered by BTIG Research from $105.00 to $90.00 in a research report sent to investors on Wednesday morning,Benzinga reports. The brokerage currently has a buy rating on the stock.

A number of other research analysts have also issued reports on the company. Robert W. Baird began coverage on Tempus AI in a research report on Tuesday, February 17th. They set an “outperform” rating and a $59.00 target price on the stock. Piper Sandler decreased their price objective on shares of Tempus AI from $105.00 to $80.00 and set a “neutral” rating on the stock in a report on Tuesday, November 11th. Canaccord Genuity Group cut their target price on shares of Tempus AI from $95.00 to $80.00 and set a “buy” rating for the company in a research note on Monday, December 22nd. HC Wainwright reduced their price target on shares of Tempus AI from $98.00 to $89.00 and set a “buy” rating for the company in a research report on Friday, November 7th. Finally, Mizuho started coverage on Tempus AI in a report on Thursday, February 19th. They issued an “outperform” rating and a $100.00 price objective on the stock. Eight equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $79.31.

Tempus AI Stock Performance

NASDAQ TEM opened at $53.25 on Wednesday. The stock has a market capitalization of $9.47 billion, a price-to-earnings ratio of -37.77 and a beta of 5.22. Tempus AI has a twelve month low of $36.22 and a twelve month high of $104.32. The company has a current ratio of 3.13, a quick ratio of 3.12 and a debt-to-equity ratio of 2.52. The stock has a 50-day moving average of $61.34 and a 200 day moving average of $73.28.

Insiders Place Their Bets

In other news, EVP Erik Phelps sold 9,464 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $59.43, for a total transaction of $562,445.52. Following the transaction, the executive vice president directly owned 79,816 shares in the company, valued at $4,743,464.88. The trade was a 10.60% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO James William Rogers sold 19,966 shares of the stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $73.20, for a total value of $1,461,511.20. Following the completion of the sale, the chief financial officer directly owned 111,250 shares of the company’s stock, valued at approximately $8,143,500. This represents a 15.22% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 596,035 shares of company stock worth $37,505,125. 26.27% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the stock. GC Wealth Management RIA LLC purchased a new stake in shares of Tempus AI in the fourth quarter valued at about $399,267,000. Vanguard Group Inc. grew its stake in shares of Tempus AI by 22.1% in the 3rd quarter. Vanguard Group Inc. now owns 9,441,607 shares of the company’s stock valued at $762,032,000 after buying an additional 1,706,837 shares during the period. Voloridge Investment Management LLC increased its holdings in shares of Tempus AI by 183.0% during the 3rd quarter. Voloridge Investment Management LLC now owns 1,607,083 shares of the company’s stock worth $129,708,000 after buying an additional 1,039,176 shares during the last quarter. BNP Paribas Financial Markets increased its holdings in shares of Tempus AI by 312.7% during the 3rd quarter. BNP Paribas Financial Markets now owns 1,274,549 shares of the company’s stock worth $102,869,000 after buying an additional 965,730 shares during the last quarter. Finally, AQR Capital Management LLC purchased a new stake in shares of Tempus AI during the 2nd quarter valued at approximately $54,020,000. Hedge funds and other institutional investors own 24.22% of the company’s stock.

Key Stories Impacting Tempus AI

Here are the key news stories impacting Tempus AI this week:

• Positive Sentiment: Beat-and-raise fundamentals — Tempus reported robust Q4 and full‑year 2025 results (strong revenue growth, narrower net loss, positive adjusted EBITDA progression) and issued 2026 guidance that targets revenue growth and a first full‑year adjusted EBITDA inflection, supporting a fundamental recovery case. Why Tempus AI (TEM) Is Down 7.5% After 2025 Results
• Positive Sentiment: Product & commercial catalysts — Launch of an HRD‑RNA oncology algorithm and a partnership with Median Technologies to expand lung cancer screening distribution broaden Tempus’s diagnostic pipeline and addressable market if adoption scales. Tempus AI Deepens Precision Oncology Role With New HRD And Lung Tools
• Positive Sentiment: Institutional support and rebound narrative — Several outlets highlight heavy institutional buying, improving unit economics and analyst upside scenarios, which could limit downside and set up a technical rebound if execution continues. Tempus AI Sold Off After a Beat—But the Rebound Case Is Building
• Neutral Sentiment: Investor event calendar — Management will present at the Morgan Stanley TMT conference (March 3); the fireside chat could provide additional color but is not a guaranteed catalyst. Tempus to Participate in the Morgan Stanley Technology, Media & Telecom Conference
• Neutral Sentiment: Valuation updates — Some fair‑value and price‑target revisions trimmed upside modestly; analysts still show a range of bullish and cautious views, leaving the story sensitive to near‑term execution. How The Tempus AI (TEM) Investment Story Is Evolving With New Data And Valuation Views
• Negative Sentiment: Analyst downgrades and price‑target cuts — Recent analyst actions (including a notable downgrade reported 2/27 and several target cuts in the prior 24 hours) have intensified selling pressure and weakened sentiment despite the beat. Tempus AI (NASDAQ:TEM) Shares Down 7.4% After Analyst Downgrade
• Negative Sentiment: ESOP shelf registration and dilution risk — Tempus filed a US$343.38M ESOP‑related shelf registration; potential future share issuance tied to employee plans can pressure the stock if investors fear dilution. Why Tempus AI (TEM) Is Down 7.5% After 2025 Results
• Negative Sentiment: Execution, debt and market risk — High leverage, a volatile post‑IPO trading history, elevated beta and lingering execution/valuation concerns make the stock susceptible to outsized moves on negative headlines. Is It Time To Reassess Tempus AI (TEM) After Recent Share Price Weakness?

About Tempus AI

Tempus is a technology-driven healthcare company that applies artificial intelligence and machine learning to clinical and molecular data in order to advance precision medicine. Its primary focus lies in oncology, where the company offers comprehensive genomic profiling, digital pathology services and data-driven insights to inform personalized cancer care. By integrating DNA and RNA sequencing with structured clinical information, Tempus enables clinicians and researchers to identify targeted treatment options for patients based on the genetic characteristics of their tumors.

The company’s core offering centers on a scalable, cloud-based analytics platform that aggregates vast amounts of molecular and clinical data.